StockDriftsStockDriftsTop 50 Independent Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | 8.45% | 26.8K | $10.2M | +1.47%(+388) | $375.87(-0.96%) | 2026-09-30 | |
| SHY | ISHARES TR | 7.4% | 110.1K | $8.9M | +41.90%(+32.50K) | $82.36(-1.10%) | 2026-09-30 | |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | 6.19% | 217.6K | $7.5M | +6.21%(+12.72K) | $31.83(+8.69%) | 2026-09-30 | |
| CSHI | NEOS ETF TRUST | 5.71% | 138.7K | $6.9M | +31.27%(+33.03K) | $49.74(-0.12%) | 2026-09-30 | |
| SPD | SIMPLIFY EXCHANGE TRADED FUN | 5.17% | 150.2K | $6.2M | +0.41%(+619) | $39.33(+5.99%) | 2026-09-30 | |
| HOLA | J P MORGAN EXCHANGE TRADED F | 4.88% | 106.5K | $5.9M | +14.94%(+13.85K) | $52.47(+4.89%) | 2026-09-30 | |
| NOBL | PROSHARES TR | 4.27% | 95.2K | $5.2M | +3.93%(+3.60K) | $52.20(+11.40%) | 2026-09-30 | |
| USFR | WISDOMTREE TR | 4.14% | 99.3K | $5.0M | -3.40%(-3.49K) | $50.30(+0.15%) | 2026-09-30 | |
| SSUS | STRATEGY SHS | 3.41% | 73.4K | $4.1M | -5.00%(-3.86K) | $48.57(+16.89%) | 2026-09-30 | |
| MGC | VANGUARD WORLD FD | 3.37% | 14.4K | $4.1M | +8.03%(+1.07K) | $249.78(+13.40%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +2.13% |
| Top 20 Holdings Unweighted | — | — | — | — | +2.48% |
Independent Wealth Advisors LLC reports $120.72M in US-listed equity holdings across 79 positions in its most recent 13F filing. Its largest disclosed positions are GLD (8.4%), SHY (7.4%) and HEQT (6.2%). The top 20 holdings account for 72.38% of reported assets. Its disclosed equity book has returned +2.13% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Independent Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2136099). View Independent Wealth Advisors LLC’s 13F filings on SEC